Optimal Approach can provide you with all of your bookkeeping and tax preparation needs. With over 40 years of public accounting, financial advising, and business ownership, we have a deep understanding of the many challenges of business ownership operations from firsthand experience.
2 customer reviews
Jawad Fitter
Accounting
Michael is the best accountant I've worked with. He very knowledgeable and professional.
Irwin cohen
Detailed approach and a deep understanding of how to support the needs and challenges of my business. My highest recommendation!
What kind of accounting services do you provide?
We are a full service accounting firm. Although our primary areas are bookkeeping and income tax preparation, we can provide financial statement analysis, business projections and succession planning.
Why is it so important for businesses to hire a great accountant?
Accounting is the foundation of your business. Accurate information is the key to making sound business decisions. Implementing tax reducing strategies will allow you to keep more of your hard earned money.
What do you love most about your job?
We love helping people. Whether that is better understanding tax rules or implementing strategies to reduce taxes, we are ready to invest whatever time is necessary to make sure you are recieving the level of service you desire and deserve.
What inspired you to start your own business?
The ability to provide excellent service at a lower cost. Due to the siginicant overhead cost, working with a larger accounting firm results in a higher cost, but doesn't provide better results. That is just a function of the higher costs associated with office and staffing requirements. As a small practice we have lower costs, which allows us to provide expert high-touch service at a lower cost.
Why should our clients choose you?
We go above and beyone the call of duty to provide our clients with the best service possible. With over 40 years of experience, we can provide a level of expertise that you need at a cost that is in line with what you need. We work hard to make a difference for every one of our clients, large and small.
Can you provide your services online or remotely? If so, please add details.
We are happy to meet face-to-face if that is your desire, but we are able to complete all of our work remotely, which results in lower overall cost to you. We use a tax protal to send and receive documents securely.
What changes have you made to keep your customers safe from Covid-19?
Almost 100% of our meetings are done remotely. If we do meet it usually will be at a local coffee house that has strong Covid practices, or at your office where we will comply with whatever Covid-19 practices you have in place.
Income Tax Preparation
Taxes cost you time and money. We will work with you to maximize your deductions and minimize your tax bill in a streamlined and effective process.
Bookkeeping
Are you handling your own books? Using QuickBooks Online, you can count on us to handle your bookkeeping and keep your accounting processes streamlined and accurate. We can provide expert weekly, monthly or quarterly bookkeeping and accounting services.
